

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $8.20
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Jul 28, 26 |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 16, 26 | Liu Jia Lj | 0 | — | ||
| Aug 4, 26 |
Stock news · updated daily
SHANGHAI, Oct. 20, 2026 /PRNewswire/ -- Lufax Holding Ltd ("Lufax" or the "Company") (NYSE: LU and HKEX: 6623), a leading financial services enabler for small business owners in China, today announced that it plans to release its third quarter 2026 financial results after the market closes on Tuesday, October 27, 2026, U.S. Eastern Time. The Company's management will hold an earnings conference call at 9:00 P.M.
SHANGHAI, Oct. 16, 2026 /PRNewswire/ -- Lufax Holding Ltd ("Lufax" or the "Company") (NYSE: LU and HKEX: 6623), a leading financial services enabler for small business owners in China, today announced that it has appointed Ms. Jia Liu as the Chief Financial Officer of the Company, with effect from October 16, 2026.
Daily · Wilder smoothing
| JP Morgan |
| upgrade |
| Neutral |
| Overweight |
| Apr 17, 26 | JP Morgan | upgrade | Underweight | Neutral |
| Aug 23, 24 | B of A Securities | maintain | Neutral | Neutral |
| Jan 2, 24 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| Aug 22, 23 | Goldman Sachs | maintain | Neutral | Neutral |
| Jun 8, 23 | Bernstein | maintain | Outperform | Outperform |
| May 23, 23 | HSBC | maintain | Buy | Buy |
| May 15, 23 | Macquarie | upgrade | Underperform | Outperform |
| May 14, 23 | Goldman Sachs | maintain | Neutral | Neutral |
| Chim Wai Kin |
| 0 |
| — |
| May 6, 26 | Wang Xiaodi | 0 | — |
| Apr 24, 26 | Ip Ernest Koon Wing | 0 | — |
| Apr 24, 26 | Cheng Siu Hong | 0 | — |
| Mar 18, 26 | Yip Dicky Peter | 0 | — |
| Apr 30, 21 | Cho Yong Suk | director, officer: Chief Executive Officer | 100,000 @ $15.14 | $1.51M |
| Dec 29, 21 | Cho Yong Suk | director, officer: Chief Executive Officer | 400,000 @ $18.06 | $7.22M |
SHANGHAI, Oct. 8, 2026 /PRNewswire/ -- Lufax Holding Ltd ("Lufax" or the "Company") (NYSE: LU and HKEX: 6623), a leading financial services enabler for small business owners in China, today announced the poll results of its extraordinary general meeting held in Shanghai on October 8, 2026. At the meeting, the following resolutions were duly passed as ordinary resolutions: 1.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Jul 30, 2026 | 1.08 | -0.15 | Miss -114.2% | $920.0M |
| Apr 30, 2026 | 1.08 | -0.25 | Miss -122.7% | $1.97B |
| Dec 15, 2025 | 1.34 | -0.22 | Miss -116.1% | $1.12B |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 96.21 | Oscillator | Sell |
| Stochastic %K (14, 3, 3) | 34.26 | Oscillator | Neutral |
| Williams %R (14) | -2.95 | Oscillator | Sell |
| MACD (12, 26, 9) | 0.49 (Hist 0.47) | Oscillator | Strong Buy |
| Average Directional Index (14) | 36.74 (+DI 91.8 / -DI 2.8) | Trend | Strong Buy |
| EMA 20 | 1.66 | MA | Strong Buy |
| SMA 20 | 1.35 | MA | Strong Buy |
| EMA 50 | 1.41 | MA | Strong Buy |
| SMA 50 | 1.31 | MA | Strong Buy |
| SMA 200 | 1.79 | MA | Strong Buy |
TTM vs. 5-year historical average (annual ratios)
| Metric | LU | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | — | 1.2x · sector 20.4x | n/a |
| Forward P/E (FY26E) | -3.9x | EPS est. -2.08 | n/a |
| Price / Book | — | 0.2x | n/a |
| Price / Sales | — | 0.3x | n/a |
| EV / EBITDA | — | 11.0x | n/a |
| Return on equity | — | — | n/a |
| Gross margin | — | 65.4% | n/a |
| Debt / Equity | — | 0.65 | n/a |
| Piotroski / Altman Z | 5/9 | Z 1.70 | Distress |
Discounted cash flow model
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 6-K | Oct 21, 2026 | 2026-10-21 06:01:25 | View |
| 3 | Oct 20, 2026 | 2026-10-20 21:31:06 | View |
| 6-K | Oct 16, 2026 | 2026-10-16 08:45:12 | View |
| 6-K | Oct 14, 2026 | 2026-10-14 07:14:13 | View |
| 6-K | Oct 8, 2026 | 2026-10-08 07:03:36 | View |
| 6-K | Oct 7, 2026 | 2026-10-07 06:03:36 | View |
| 6-K | Oct 6, 2026 | 2026-10-06 06:02:20 | View |
| F-6 POS | Sep 30, 2026 | 2026-09-30 16:30:17 | View |
| 6-K | Sep 24, 2026 | 2026-09-23 21:19:13 | View |
| 6-K | Sep 21, 2026 | 2026-09-21 08:39:31 | View |
Proxy statement (DEF 14A) disclosures